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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,765 | $106,749-80.5% | $145,433-85.7% | $82,448-74.8% |
| Participation rate | 87.8% | 75.6%+12.2pp | 82.1%+5.7pp | 68.1%+19.7pp |
| Annual return | 13.08% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,107 | $3,444-67.9% | $4,554-75.7% | $2,551-56.6% |
| Participant deferral / active EE | $2,799 | $6,519-57.1% | $7,897-64.6% | $4,139-32.4% |
| Admin fee / account holder | $2,555 | $8,390-69.5% | $13,129-80.5% | $7,234-64.7% |